Fiduciary advisors in Lexington, KY

23 registered advisers

Lexington is the horse industry capital, where equine asset valuation and agricultural wealth add unusual dimensions to financial planning. Of those, 22 are fee-only practices that do not earn commissions from financial product sales.

ALPHA FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #306639
Typical Fee1.00%
AUM$376M
Minimum--
Clients1,118

ASIO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #298326
Typical Fee--
AUM$622M
Minimum--
Clients642

BALLAST, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #152695
Typical Fee--
AUM$752M
Minimum--
Clients1,888

DUPREE & COMPANY, INC.

Clean RecordAlso Compensated via Brokerage
Lexington, KentuckyCRD #1697
Typical Fee--
AUM$888M
Minimum--
Clients1

DUPREE FINANCIAL GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #131091
Typical Fee--
AUM$330M
Minimum--
Clients1,615

E. S. BARR & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #107447
Typical Fee--
AUM$2.0B
Minimum--
Clients884

EQUITY ADVISORS OF KENTUCKY INC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #116398
Typical Fee--
AUM$125M
Minimum--
Clients118

FWG INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #284064
Typical Fee--
AUM$250M
Minimum--
Clients2,525

INVEST INC.

Fee-Only, No ConflictsClean Record
Lexington, KentuckyCRD #146357
Typical Fee--
AUM$159M
Minimum--
Clients668

INVESTMENTS & FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #164333
Typical Fee--
AUM$319M
Minimum--
Clients1,780

ITRUST ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #164193
Typical Fee--
AUM$174M
Minimum--
Clients433

JOULE FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #320791
Typical Fee--
AUM$411M
Minimum--
Clients2,065

KEYSTONE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #170201
Typical Fee--
AUM$1.9B
Minimum--
Clients6,153

MCF ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #130372
Typical Fee1.00%
AUM$3.3B
Minimum--
Clients5,193

MERIDIAN WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #151523
Typical Fee--
AUM$3.9B
Minimum--
Clients8,802

MIDDLEGROUND CAPITAL

Fee-Only, No ConflictsClean Record
Lexington, KentuckyCRD #297235
Typical Fee--
AUM$4.1B
Minimum--
Clients24

MONEYWATCH ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Lexington, KentuckyCRD #107337
Typical Fee--
AUM$291M
Minimum--
Clients1,418

PARAGON PRIVATE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #312817
Typical Fee--
AUM$355M
Minimum--
Clients684

Q2 WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #314932
Typical Fee--
AUM$108M
Minimum--
Clients435

RUSSELL CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #109513
Typical Fee--
AUM$251M
Minimum--
Clients587

WALLACE HART CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #285981
Typical Fee--
AUM$256M
Minimum--
Clients763

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #289163
Typical Fee--
AUM$167M
Minimum--
Clients246

WRENNE FINANCIAL PLANNING LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #173029
Typical Fee--
AUM$231M
Minimum--
Clients2,137
Fiduciary Advisors in Lexington, Kentucky | FiduciaryListings